Heritage Commerce
HTBK
HTBK was delisted on the 17th of April, 2026.
116 hedge funds and large institutions have $321M invested in Heritage Commerce in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 41 reducing their positions, and 30 closing their positions.
0.24% less ownership
Funds ownership: 70.57% → 70.33% (-0.24%)
7% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 41
11% less funds holding
Funds holding: 131 → 116 (-15)
40% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 30
40% less capital invested
Capital invested by funds: $536M → $321M (-$215M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $98K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$7.62M |
| 2 |
Morgan Stanley
New York
|
+$4.6M |
| 3 |
Bank of New York Mellon
New York
|
+$1.99M |
| 4 |
Man Group
London,
United Kingdom
|
+$1.64M |
| 5 |
BlackRock
New York
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$4.35M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.35M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.22M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$2.72M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.4M |
HTBK Hedge Fund Activity: Q1 2020 in Review
116 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Heritage Commerce (HTBK) for Q1 2020, worth a combined $321M — down 40% from $536M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of HTBK and 18 opened new positions — a net loss of 12 holders — while 41 trimmed existing stakes and 38 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $7.62M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $4.35M sold.
- 116 institutional investors held Heritage Commerce (HTBK) as of Q1 2020, down from 131 in Q4 2019.
- Funds reported $321M of Heritage Commerce stock for Q1 2020, down 40% quarter-over-quarter.
- 18 funds opened new Heritage Commerce positions in Q1 2020 and 30 closed out, a net change of -12 holders.
- The largest Heritage Commerce buyer in Q1 2020 was T. Rowe Price Associates, an estimated $7.62M added.
- The largest Heritage Commerce seller in Q1 2020 was Arrowstreet Capital, an estimated $4.35M sold.
Based on aggregated 13F filings for Q1 2020.